A brilliant feature of Papertrail is the ability to add a document or file to your record. The file or document could range from a generic check list or the manufacturers instructions or guidelines for inspecting the item etc. Importantly you can actually add more than one file or document to your record.

To add a file or document to a record, here is what you need to do:

How to add a file to your records

First, create or locate the file/document you want to add to the item. However the file is produced, you need to ensure it is stored in a location that can be easily found for uploading to the record.

Once you have the image/file you need, navigate your account until you reach the correct folder to which the file/image will be attached to. In this example we will use our Staff PPE - Harnesses folder;

Open the record that you want to add the image/file to and select the 'SHOW ALL FIELDS' option, this will open the 'UPLOADS' field that you now need:

Select the '+' icon and you will be taken to your default location for images/files. You can now select the file you want to be displayed. In the screenshot I have selected a generic check list for inspecting a harness (please note this is an example and not a definitive list of checks).

Once you have selected 'OPEN' you will be returned to the 'UPLOADS' view where you will see the file you want to import against the record. If you want to see the file as the record thumbnail instead of the image, you now need to select the small 'star' icon in the top left corner of the image, this will select the image for use.

If you want to select another image for the record you can do so by selecting the '+' and carrying out the same actions.

Close the record dialogue box and you will return to the folder view. You can now see the file thumbnail applied against the record selected.

To view the file click on the icon and you will see the file (see screenshot):

Note: if the file you have added is editable such as a Word or Google document, the file will download prior to you being able to view or edit it. If you then edit the download, you will have to upload the new version into the record to replace the original.

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